TWM
AJG icon

Tripletail Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Tripletail Wealth Management’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.7K Hold
300
– – 0.09% 130
2026
Q1 		$65.3K Hold
300
– – 0.09% 129
2025
Q4 		$77.6K Hold
300
– – 0.1% 117
2025
Q3 		$93.4K Buy
+300
New +$90.4K 0.11% 120

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tripletail Wealth Management's AJG Position: Q2 2026 in Review

Tripletail Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 300 shares worth $75.7K. The position accounts for 0.09% of the portfolio, ranked #130.

Tripletail Wealth Management first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. The position peaked at $93.4K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Tripletail Wealth Management held 300 shares of Arthur J. Gallagher & Co worth $75.7K as of Q2 2026.
  • Tripletail Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.09% of Tripletail Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Tripletail Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's Arthur J. Gallagher & Co position peaked at $93.4K in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.